NAC icon

Nuveen California Quality Municipal Income Fund
NAC

Overview Fund Activity

66 hedge funds and large institutions have $129M invested in Nuveen California Quality Municipal Income Fund in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
-4
Holders Change %
-5.71%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
7
Increased
22
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$7.13M
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
$1.98M
3
DADC
D.A. Davidson & Co
Montana
$1.19M
4
SWP
Stratos Wealth Partners
Ohio
$336K
5
AWM
AE Wealth Management
Kansas
$334K

Top Sellers

1
LCM
Laurion Capital Management
New York
$0
2
LPL Financial
LPL Financial
California
$2.09M
3
Invesco
Invesco
Georgia
$7M
4
UBS Group
UBS Group
Switzerland
$24.8M
5
Morgan Stanley
Morgan Stanley
New York
$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
26
EP Wealth Advisors
California
$609K -$68.3K -4,541 -10%
CIBC Private Wealth Group
27
CIBC Private Wealth Group
Georgia
$557K -$7.17K -477 -1%
CA
28
Cetera Advisors
Colorado
$529K +$60K +4,000 +13%
HighTower Advisors
29
HighTower Advisors
Illinois
$511K -$39.1K -2,592 -7%
IFWM
30
Institute for Wealth Management
Colorado
$462K +$462K +30,804 New
LWAC
31
Laurel Wealth Advisors (California)
California
$443K +$16K +1,067 +4%
AG
32
Advisor Group
Arizona
$416K +$81K +5,378 +24%
B
33
Bailard
California
$406K – – –
NPC
34
National Planning Corporation
California
$390K +$212 +14 +0.1%
SWP
35
Stratos Wealth Partners
Ohio
$336K +$336K +22,352 New
RJFSA
36
Raymond James Financial Services Advisors
Florida
$335K -$3.01K -200 -0.9%
AWM
37
AE Wealth Management
Kansas
$334K +$334K +22,182 New
CIC
38
Cutler Investment Counsel
Oregon
$317K -$7.67K -510 -2%
AL
39
Aspiriant LLC
California
$264K +$34.2K +2,273 +15%
SIA
40
Sit Investment Associates
Minnesota
$260K – – –
Stifel Financial
41
Stifel Financial
Missouri
$254K -$49.7K -3,291 -16%
ACI
42
Alpha Cubed Investments
California
$253K – – –
CCM
43
Coe Capital Management
Illinois
$244K – – –
HCM
44
Hilton Capital Management
New York
$226K -$216K – –
GLA
45
Good Life Advisors
Pennsylvania
$224K – – –
Ameriprise
46
Ameriprise
Minnesota
$221K +$35.1K +2,332 +19%
NL
47
NWAM LLC
Washington
$209K +$209K +13,874 New
MWM
48
Mission Wealth Management
California
$205K -$105K -7,000 -34%
GS
49
Girard Securities
California
$205K – – –
Bank of New York Mellon
50
Bank of New York Mellon
New York
$202K +$202K +13,434 New
1
2
3 4